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PHILLIPS FINANCIAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PHILLIPS FINANCIAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001350660
持仓数
283
前50大市值合计
$1.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 2
增持 70
减持 75
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.5M
220,606
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$6.3M
256,032
+2686%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.6M
293,074
+44%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.3M
671,371
+24%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.1M
370,813
+23%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.1M
311,123
+22%
增持
VOO
VANGUARD INDEX FDS
+$3.1M
75,694
+3%
增持
VO
VANGUARD INDEX FDS
+$3.0M
116,544
+8%
减持
IVE
ISHARES TR
-$3.0M
298,484
-11%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.4M
100,843
+781%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.4M
64,321
+198%
减持
AGG
ISHARES TR
-$2.2M
465,225
-3%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.7M
136,870
+2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.6M
306,899
+25%
减持
SMLF
ISHARES TR
-$1.4M
131,163
-20%
增持
VXUS
VANGUARD STAR FDS
+$1.4M
649,292
+2%
减持
INTF
ISHARES TR
-$1.4M
746,837
-7%
增持
USHY
ISHARES TR
+$1.3M
411,896
+11%
增持
VBR
VANGUARD INDEX FDS
+$1.3M
75,915
+7%
减持
ISTB
ISHARES TR
-$1.2M
330,468
-6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
616,073
+4%
增持
BND
VANGUARD BD INDEX FDS
+$1.1M
322,047
+7%
减持
IJJ
ISHARES TR
-$1.1M
30,681
-27%
增持
BIV
VANGUARD BD INDEX FDS
+$1.0M
145,796
+13%
减持
EMGF
ISHARES INC
-$979.9K
133,837
-15%
增持
DFAR
DIMENSIONAL ETF TRUST
+$959.8K
286,546
+18%
减持
IJH
ISHARES TR
+$925.1K
245,137
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$895.6K
110,698
-9%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$797.4K
39,752
-22%
增持
VNQ
VANGUARD INDEX FDS
+$711.3K
197,934
+4%
减持
MGC
VANGUARD WORLD FD
+$615.4K
49,384
-1%
增持
USRT
ISHARES TR
+$571.7K
197,749
+4%
减持
VDE
VANGUARD WORLD FDS
-$524.4K
7,564
-37%
增持
IAGG
ISHARES TR
+$503.0K
449,441
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$449.9K
325,234
-7%
减持
VAW
VANGUARD WORLD FDS
-$446.6K
3,714
-41%
增持
DFSV
DIMENSIONAL ETF TRUST
+$446.2K
153,382
+9%
减持
IVOV
VANGUARD ADMIRAL FDS INC
-$434.3K
12,896
-32%
减持
ICSH
ISHARES TR
-$430.3K
194,386
-4%
减持
VTIP
VANGUARD MALVERN FDS
-$424.8K
124,484
-6%
减持
VTI
VANGUARD INDEX FDS
+$423.4K
29,508
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$420.4K
1,170,406
-5%
减持
DFAU
DIMENSIONAL ETF TRUST
-$399.2K
6,447
-69%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$369.3K
182,943
+4%
增持
IJS
ISHARES TR
+$367.3K
210,863
+0%
减持
IWR
ISHARES TR
-$361.4K
36,830
-16%
增持
AAPL
APPLE INC
+$355.5K
9,194
+6%
减持
EFA
ISHARES TR
-$354.2K
89,364
-6%
增持
LLY
LILLY ELI & CO
+$322.4K
1,346
+50%
减持
IXUS
ISHARES TR
-$307.8K
853,855
-2%
减持
VV
VANGUARD INDEX FDS
+$276.6K
21,179
-2%
减持
RWR
SPDR SER TR
-$271.3K
28,779
-11%
增持
JPM
JPMORGAN CHASE & CO
+$249.6K
15,569
+1%
增持
TIP
ISHARES TR
+$241.9K
79,968
+5%
增持
MSFT
MICROSOFT CORP
+$239.3K
3,086
+10%
减持
SCHX
SCHWAB STRATEGIC TR
+$205.9K
82,281
-3%
清仓
SRE
SEMPRA
-$205.7K
0
-100%
建仓
V
VISA INC
+$202.6K
853
增持
GNR
SPDR INDEX SHS FDS
-$189.1K
62,721
+0%
减持
IWB
ISHARES TR
+$181.5K
11,767
-1%
减持
SUB
ISHARES TR
-$171.4K
61,030
-2%
增持
VTV
VANGUARD INDEX FDS
+$159.3K
38,715
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
-$158.2K
3,294
-64%
增持
—
ISHARES TR
+$154.5K
44,391
+16%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$150.7K
54,326
-0%
增持
SPIP
SPDR SER TR
-$141.0K
178,138
+0%
减持
IUSB
ISHARES TR
-$136.1K
68,847
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$135.4K
73,412
-3%
增持
TSLA
TESLA INC
+$135.0K
2,428
+1%
减持
ATEC
ALPHATEC HLDGS INC
+$127.7K
65,847
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$124.0K
120,494
+3%
增持
NVDA
NVIDIA CORPORATION
+$122.7K
789
+4%
减持
IMTB
ISHARES TR
-$121.6K
54,268
-3%
增持
AMZN
AMAZON COM INC
+$120.2K
3,806
+5%
减持
VB
VANGUARD INDEX FDS
+$117.4K
14,046
-1%
减持
MUB
ISHARES TR
-$113.8K
53,728
-1%
减持
MGV
VANGUARD WORLD FD
+$109.8K
60,272
-1%
增持
—
ISHARES TR
+$105.8K
95,447
+4%
减持
SCHV
SCHWAB STRATEGIC TR
-$102.3K
680
-70%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$100.7K
15,374
-9%
增持
ATO
ATMOS ENERGY CORP
+$100.5K
25,049
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$98.0K
48,557
+0%
减持
IJT
ISHARES TR
-$97.9K
748
-55%
增持
VXF
VANGUARD INDEX FDS
+$97.1K
10,434
+0%
增持
—
ISHARES TR
+$91.3K
82,835
+5%
增持
IBMP
ISHARES TR
+$85.1K
39,588
+11%
增持
—
ISHARES TR
+$84.6K
58,470
+7%
减持
ITOT
ISHARES TR
+$84.5K
24,861
-4%
减持
TECB
ISHARES TR
-$84.0K
56
-98%
增持
—
ISHARES TR
+$83.6K
49,653
+7%
增持
GOOG
ALPHABET INC
+$83.2K
3,376
+8%
增持
VOE
VANGUARD INDEX FDS
+$82.5K
13,729
+1%
增持
GOOGL
ALPHABET INC
+$81.3K
4,116
+4%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$80.9K
3,304
减持
SCHZ
SCHWAB STRATEGIC TR
-$80.4K
77,880
-1%
增持
IBMO
ISHARES TR
+$79.0K
62,661
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$76.0K
164,061
-3%
增持
—
ISHARES TR
+$74.6K
54,398
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$72.8K
1,818
+3%
减持
ABBV
ABBVIE INC
-$66.2K
2,500
-1%
减持
IWD
ISHARES TR
+$63.6K
12,134
-0%
增持
—
ISHARES TR
+$63.6K
49,911
+8%
减持
IHAK
ISHARES TR
-$62.9K
216
-89%
减持
DFNM
DIMENSIONAL ETF TRUST
-$60.1K
50,940
-1%
减持
FELE
FRANKLIN ELEC INC
-$55.7K
6,436
-16%
减持
LRGF
ISHARES TR
-$54.1K
919,194
-7%
减持
DFIV
DIMENSIONAL ETF TRUST
+$53.8K
131,074
-1%
减持
IGIB
ISHARES TR
-$52.5K
59,687
-0%
减持
DVY
ISHARES TR
-$52.1K
5,198
-5%
减持
DFUS
DIMENSIONAL ETF TRUST
+$49.8K
15,119
-1%
减持
IUSV
ISHARES TR
+$48.2K
14,441
-2%
减持
DFAE
DIMENSIONAL ETF TRUST
-$42.9K
694
-73%
减持
GLD
SPDR GOLD TR
-$37.4K
6,698
-0%
减持
IDNA
ISHARES TR
-$36.4K
42
-97%
减持
LNC
LINCOLN NATL CORP IND
+$35.1K
15,180
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$34.4K
14,836
-7%
减持
LQD
ISHARES TR
-$34.4K
3,859
-6%
清仓
IDRV
ISHARES TR
-$33.8K
0
-100%
减持
SHY
ISHARES TR
-$32.9K
28,559
-0%
增持
VUG
VANGUARD INDEX FDS
+$32.6K
682
+6%
增持
MA
MASTERCARD INCORPORATED
+$31.1K
603
+6%
减持
SLV
ISHARES SILVER TR
-$30.7K
16,841
-3%
增持
WMB
WILLIAMS COS INC
+$29.7K
10,556
+0%
增持
LOW
LOWES COS INC
+$28.6K
1,019
+1%
增持
ABT
ABBOTT LABS
+$27.3K
2,100
+5%
增持
DFUV
DIMENSIONAL ETF TRUST
+$26.5K
23,245
+0%
增持
HD
HOME DEPOT INC
+$26.3K
1,072
+3%
减持
MBB
ISHARES TR
-$26.2K
1,709
-13%
增持
WMT
WALMART INC
+$22.8K
1,960
+1%
减持
IJR
ISHARES TR
-$22.2K
109,560
-3%
减持
SDY
SPDR SER TR
-$20.9K
5,557
-2%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$20.7K
14,048
+5%
减持
EEM
ISHARES TR
-$20.0K
910
-36%
增持
DISV
DIMENSIONAL ETF TRUST
+$19.8K
8,565
+12%
减持
EPP
ISHARES INC
-$18.7K
4,382
-6%
减持
IEMG
ISHARES INC
-$18.7K
11,420
-4%
增持
SPSB
SPDR SER TR
+$18.6K
12,701
+6%
减持
IGE
ISHARES TR
-$17.3K
19,589
-1%
减持
HYG
ISHARES TR
-$17.2K
3,601
-5%
减持
IWN
ISHARES TR
+$15.5K
5,008
-0%
增持
DJP
BARCLAYS BANK PLC
+$14.6K
7,392
+10%
增持
IBTG
ISHARES TR
-$13.2K
31,157
+0%
增持
—
ISHARES TR
+$13.1K
43,876
+1%
增持
HPQ
HP INC
+$13.0K
9,421
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$12.6K
19,572
-1%
增持
SCHP
SCHWAB STRATEGIC TR
-$11.2K
12,230
+0%
减持
IEFA
ISHARES TR
+$11.1K
45,900
-1%
清仓
DWX
SPDR INDEX SHS FDS
-$10.8K
0
-100%
减持
IBB
ISHARES TR
-$10.6K
196
-29%
增持
ONB
OLD NATL BANCORP IND
-$10.2K
24,336
+0%
